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Branch and Department

Branch

The Branch this Account belongs to.

The Department this Account belongs to.

Displays the Current BDM defined on the Dealer. This cannot be edited.

The Dealer this Account belongs to.

The Dealer Employee this Account belongs to.

The Broker this Account belongs to.

The Broker Employee this Account belongs to.

The Broker section will only display if their are any active Brokers.

Displays the Insurance Company from the dropdown list. This list is built from External Parties which have a Type of "Insurer".

This list is defined by the InsurancePolicyTypes Information List.

Displays the Insurance Policy Number.